PolicyEngine / policyengine-core

Core microsimulation engine for PolicyEngine models. Forked from OpenFisca-Core.
https://policyengine.github.io/policyengine-core
GNU Affero General Public License v3.0
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Uprating chaining fails #292

Open MaxGhenis opened 1 month ago

MaxGhenis commented 1 month ago

For example, we uprate the California dependent exemption by the California CPI:

https://github.com/PolicyEngine/policyengine-us/blob/master/policyengine_us/parameters/gov/states/ca/tax/income/exemptions/dependent_amount.yaml

And we uprate the California CPI by the IRS CPI (as it's only available through 2023):

https://github.com/PolicyEngine/policyengine-us/blob/master/policyengine_us/parameters/gov/states/ca/cpi.yaml

But the dependent exemption isn't uprated beyond 2023:

https://policyengine.org/us/policy?focus=gov.states.ca.tax.income.exemptions.dependent_amount&timePeriod=2023&baseline=2

anth-volk commented 6 days ago

So, when this does work (e.g., locally), that means we're uprating by inflation, then uprating by California CPI. But I would imagine California only wants the CPI applied, and doesn't uprate its own program values for federal inflation, as well?

MaxGhenis commented 6 days ago

We want California CPI to uprate with IRS CPI, and therefore for California tax parameters to uprate with IRS CPI via California CPI.

anth-volk commented 6 days ago

So, for example, for the California YCTC amount param: we want IRS CPI applied, then California CPI rates applied on top of the IRS-uprated values? Are California CPI rates attuned to be applied like that? Or do we want IRS CPI skipped, then Cal. CTI applied?

MaxGhenis commented 6 days ago

What do you mean by on top of? We want CA CPI to grow with IRS CPI.

anth-volk commented 6 days ago

I understand better now, thanks for the details